See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $129,942-62.1% | $104,294-52.8% | $134,475-63.4% |
| Participation rate | 94.7% | 79.5%+15.2pp | 73.3%+21.5pp | 81.2%+13.5pp |
| Annual return | -20.13% | 42.03%-62.2pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,633 | $4,184-13.2% | $3,372+7.8% | $4,740-23.3% |
| Participant deferral / active EE | $4,003 | $5,588-28.4% | $4,625-13.4% | $6,400-37.4% |
| Admin fee / account holder | $322 | $9,323-96.5% | $7,339-95.6% | $11,426-97.2% |